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JB

Jason M. Bradley

J. BRADLEY CONSULTING
MIDDLETOWN, DE
CRD#: 8029272
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JB
Jason Michael BradleyJ. BRADLEY CONSULTING

Professional summary


Jason Michael Bradley is a registered financial advisor currently at J. BRADLEY CONSULTING LLC located in Middletown, Delaware.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jason has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jason Michael Bradley's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 2, 2025 - Present

J. BRADLEY CONSULTING LLC

RIA
CRD#: 334423
MIDDLETOWN, DE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Delaware
(4/2/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/31/2025
Uniform Investment Adviser Law Examination

Current Firm


JB
J. BRADLEY CONSULTING LLC
J BRADLEY CONSULTING LLC | J. BRADLEY CONSULTING LLC

CRD#: 334423 / SEC#:

Delaware
Registered Investment Advisory firm - (4/2/2025 Approved)
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Contact information


Main Address
Middletown, DE
Mailing Address
Phone number
(302) 420-5432
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


J. BRADLEY CONSULTING LLC

CRD#: 334423Middletown, DE

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